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Investing.com - TD Cowen has raised its price target on Vertiv Holdings Co. (NYSE:VRT) to $210.00 from $162.00 while maintaining a Buy rating on the stock. The new target sits near the high end of analyst estimates ranging from $119 to $216 for the $69 billion market cap company. According to InvestingPro analysis, Vertiv currently trades at a P/E ratio of 66, reflecting high growth expectations.
The research firm cited Vertiv’s strong third-quarter 2025 results and orders, though noted the company provided mixed guidance for the fourth quarter.
Vertiv, which provides critical digital infrastructure technologies, raised its full-year 2025 guidance despite the mixed outlook for the upcoming quarter.
TD Cowen views management commentary on accelerating data center demand positively and suggested investors should consider any weakness in the stock as a buying opportunity.
The firm reiterated Vertiv as its "Top Pick," emphasizing the advantage of investing in "picks and shovels" companies amid the current strong demand environment for data center infrastructure.
In other recent news, Vertiv Holdings Co. reported robust third-quarter 2025 earnings, significantly surpassing analyst expectations. The company achieved an adjusted diluted earnings per share (EPS) of $1.24, compared to the projected $0.99, marking a 25.25% surprise. Revenue also exceeded forecasts, reaching $2.68 billion against the expected $2.59 billion, reflecting a 3.47% surprise. This strong performance was highlighted by impressive organic revenue growth of approximately 28% year-over-year, driven by substantial gains in North America and APAC, despite some weakness in EMEA. Following these results, Evercore ISI raised its price target for Vertiv to $210 from $200, maintaining an Outperform rating. Similarly, Oppenheimer increased its price target to $195 from $190, also keeping an Outperform rating. Both firms cited strong quarterly results and robust demand, particularly in AI, as key factors in their decision. These developments underscore Vertiv’s strong market position and growth trajectory.
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